Multi Skilled Servicing Consultant

3 weeks ago
Pinelands, South Africa Old Mutual Full-time
Let's Write Africa's Story Together

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The position is that of a Multi Skilled Servicing Consultant within the Wealth Service Centre, responsible for incoming/outgoing calls to clients/planners, processing of transactions and email correspondence. The incumbent is individually accountable for achieving results through own efforts, over periods of up to 3 months dependent on project guidelines.

To provide positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards.

Responsibilities
  • Deals with client enquiries via telephone (inbound and outbound), email
  • First contact resolution of applicable queries/ transactions
  • Deals with first level escalations and complaints
  • Effectively manage customer expectations
  • Highlight any inefficiencies in the process/calls and report back to management on process improvements that will benefit both the client and the business.
  • Maintain high level of teamwork to achieve the KPI's.
  • Always be professional and treat Customers with respect and that they feel special after every interaction
  • Coach other staff where and when necessary
  • Stay informed of developments and regulatory changes within the Financial Services Industry
  • Market the corporate image of Old Mutual by developing a positive relationship with Customers and to build trust and understanding.

Qualifications, Skills and Experience required
  • Matric qualification with a minimum of 3 years working experience in the Financial Services Industry
  • Degree is advantageous
  • Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet), with specific knowledge of IBC, OMUNET, AWD, Bizagi, EMS, Documentum, & Wealth Frontend Porta Ability to work under pressure.
  • High sense of Customer Care.
  • Initiative.
  • Good judgement and problem-solving skills.
  • Analytical.
  • Good interpersonal skills and positive attitude.
  • Conflict handling.
  • Self-motivated and always willing to learn.
  • High attention to detail.
  • Work flexible hours between including Saturdays
  • Sound consultation, collaboration & influencing skills.
  • Disciplined planning / organizing skills & execution of duties.
  • Sharp service of all stakeholders.
  • Excellent verbal & written communication skills in this field.
  • Detail focused, thorough, analytical, and diligent.
  • Creative critical thinking skills.
  • Empathy

na

Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInterpersonal SavvyManages AmbiguityManages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

14 August 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story

  • Multiskilled Servicing Consultant- Fixed Term Contract

    24 hours ago

    Pinelands, South Africa Old Mutual Full-time

    Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.This is a call center role, and you will be responsible to provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the...

  • Business Development Consultant

    1 week ago

    Pinelands, Western Cape, South Africa Red Ember Recruitment Full-time

    Our client, an innovative and forward-thinking company located in Pinelands, Cape Town, is on the lookout for a dynamic and driven Business Development Consultant to join their expanding team. This is a fantastic opportunity for a motivated individual who thrives on building relationships, identifying new business opportunities, and closing deals.A detailed...

  • Retirement Benefits Counsellor

    3 days ago

    Pinelands, NL, South Africa Old Mutual Remote Full-time

    **Let's Write Africa's Story Together!** Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. **Job Description** The Retirement Benefits Counsellor provides professional retirement benefits counselling, guidance and support to members approaching retirement. The role helps members understand their fund benefits,...

  • Consultant: Knowledge and Insights

    1 week ago

    Pinelands, South Africa Old Mutual Full-time

    Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionKey Result Areas:Interprets market, customer and industry trends to identify opportunities and provide evidence-based recommendations that support business growth and marketing effectiveness.Conducts research...

  • Graduate- Multiskilled Consultant

    1 week ago

    Pinelands, South Africa Old Mutual Full-time

    Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.We are looking for graduates who would like to take on a Multiskilled Consultant role at Old Mutual to kick start their career.In this role, you will provide a positive customer experience by being helpful and sensitive to...

  • Client Relationship Manager

    24 hours ago

    Pinelands, South Africa Old Mutual Full-time

    Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role utilises expert knowledge in the specific fields of client services / administration / product / process to facilitate the resolve technical problems, usually in support of administrative queries/issues....

  • Advancing Financial Adviser

    24 hours ago

    Pinelands, South Africa Old Mutual Full-time

    Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications and Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long-term Insurance Class of Business completion. Completion of...

  • Business Development Consultant

    1 week ago

    Pinelands, Western Cape, South Africa PTY Full-time

    Our client, an innovative and forward-thinking company located in Pinelands, Cape Town, is on the lookout for a dynamic and driven Business Development Consultant to join their expanding team. This is a fantastic opportunity for a motivated individual who thrives on building relationships, identifying new business opportunities, and closing deals.A detailed...

  • Aspiring Financial Adviser

    24 hours ago

    Pinelands, South Africa Old Mutual Full-time

    Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial AdviserWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

  • Commissioned Financial Adviser

    24 hours ago

    Pinelands, South Africa Old Mutual Full-time

    Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve...

Similar jobs in Pinelands

Top cities